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Business Advisory & Operations Consulting
Consulting support for the operational side of running a business — beyond financial management. We help business owners build the systems, documents, and processes that keep their business organized, professional, and protected.
What's Included
- Business Process Design — designing and documenting operational workflows, approval structures, and client intake processes so your business runs consistently and professionally.
- Business Documentation — creating professional business documents including fee schedules, service agreements, engagement letters, contracts, SOPs, operational policies, and client onboarding materials.
- Secure Business Systems — recommending and helping configure secure document-intake platforms, file-sharing solutions, and software tools that fit how your business actually operates, with best-practice guidance for handling sensitive client information.
- Operational Improvement — business systems review and improvement plan that identifies where your operations can be tightened, standardized, or automated.
Who It's For
Growing service businesses, professional practices, and nonprofits that want executive-level structure — clear processes, professional documents, and secure systems — without building it all internally.
Pricing
Flat-fee engagements scoped per project. Final pricing is confirmed in writing in your Engagement Letter before work begins.
Frequently Asked Questions
- Can you create documents like engagement letters and SOPs for my business?
- Yes. Professional business documents — fee schedules, service agreements, engagement letters, contracts, SOPs, operational policies, and client onboarding materials — are a core part of this service. We do not draft legal documents; clients requiring legal drafting are referred to a licensed attorney.
- What kind of tools and platforms do you recommend?
- We recommend secure document-intake, file-sharing, and workflow tools appropriate to your business size, industry, and sensitivity of the information you handle — including guidance on configuration and best practices.
- How is this different from Financial Management?
- Financial Management is about your books, reports, and financial oversight. Business Advisory is about how your business operates — workflows, documentation, tools, and standards. Most clients pair the two so their financial and operational systems reinforce each other.
- How is pricing determined?
- Each engagement is scoped individually. After an intake conversation we deliver a written proposal with a flat fee tied to the specific deliverables. No hourly billing.